Yaskawa Electric stock at EUR 22.25 as JPMorgan starts coverage

JPMorgan has initiated coverage of Yaskawa Electric at Neutral, setting a price target of JPY 4,800. Investing.com reported the analyst move on Wednesday, October 28, 2026, after the Japanese automation maker's second-quarter results prompted a reassessment of its earnings outlook.

Yaskawa Electric stock traded at 22.25 euros on Lang & Schwarz at 19:06 CEST on Friday, October 30, 2026.

Orders improve as margins remain pressured

JPMorgan's assessment points to record second-quarter orders driven by AC servo motors, robots used in semiconductor manufacturing equipment and inverters for data-center cooling systems. The bank expects production to continue recovering after the company's enterprise resource planning migration.

According to Investing.com, management expects improvements in links with peripheral systems to continue through the third quarter, while servo sales to Japan and the rest of Asia are expected to accelerate in the fourth quarter. JPMorgan forecasts improving conditions from the third quarter and a stronger earnings contribution from higher production from the fourth quarter.

The operating picture remains mixed. Yaskawa's first-half revenue increased, while operating profit declined as ERP-related disruption affected production and shipments. For investors, the recovery in automation demand must therefore be weighed against execution risks and the valuation implied by the new analyst target.

Investors can follow the real-time quote of Yaskawa Electric stock.

Japan's Nikkei 225 provides the broader market backdrop for investors.

More news and analyses on Yaskawa Electric stock are available on the company topic page.